Institute for Wealth Management’s Vertex Pharmaceuticals VRTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.44M | Hold |
3,215
| – | – | 0.15% | 147 |
|
|
2025
Q4 | $1.46M | Sell |
3,215
-8
| -0.2% | -$3.45K | 0.15% | 138 |
|
|
2025
Q3 | $1.26M | Sell |
3,223
-200
| -6% | -$83.6K | 0.13% | 159 |
|
|
2025
Q2 | $1.52M | Sell |
3,423
-91
| -3% | -$41.9K | 0.17% | 122 |
|
|
2025
Q1 | $1.7M | Sell |
3,514
-100
| -3% | -$46.6K | 0.22% | 106 |
|
|
2024
Q4 | $1.46M | Sell |
3,614
-25
| -0.7% | -$11.6K | 0.18% | 114 |
|
|
2024
Q3 | $1.69M | Buy |
3,639
+53
| +1% | +$25.5K | 0.21% | 108 |
|
|
2024
Q2 | $1.68M | Buy |
3,586
+22
| +0.6% | +$9.55K | 0.23% | 101 |
|
|
2024
Q1 | $1.49M | Hold |
3,564
| – | – | 0.19% | 115 |
|
|
2023
Q4 | $1.45M | Sell |
3,564
-4
| -0.1% | -$1.48K | 0.24% | 103 |
|
|
2023
Q3 | $1.24M | Sell |
3,568
-9
| -0.3% | -$3.15K | 0.22% | 108 |
|
|
2023
Q2 | $1.26M | Sell |
3,577
-48
| -1% | -$16.2K | 0.21% | 118 |
|
|
2023
Q1 | $1.14M | Hold |
3,625
| – | – | 0.22% | 120 |
|
|
2022
Q4 | $1.05M | Sell |
3,625
-39
| -1% | -$11.9K | 0.22% | 126 |
|
|
2022
Q3 | $1.06M | Hold |
3,664
| – | – | 0.24% | 112 |
|
|
2022
Q2 | $1.03M | Hold |
3,664
| – | – | 0.2% | 125 |
|
|
2022
Q1 | $956K | Sell |
3,664
-59
| -2% | -$14K | 0.15% | 167 |
|
|
2021
Q4 | $818K | Sell |
3,723
-11
| -0.3% | -$2.14K | 0.13% | 187 |
|
|
2021
Q3 | $677K | Sell |
3,734
-25
| -0.7% | -$4.88K | 0.12% | 212 |
|
|
2021
Q2 | $758K | Sell |
3,759
-55
| -1% | -$11.5K | 0.13% | 190 |
|
|
2021
Q1 | $820K | Buy |
3,814
+144
| +4% | +$31.6K | 0.16% | 176 |
|
|
2020
Q4 | $867K | Sell |
3,670
-82
| -2% | -$18.8K | 0.17% | 156 |
|
|
2020
Q3 | $1.02M | Sell |
3,752
-28
| -0.7% | -$7.72K | 0.23% | 110 |
|
|
2020
Q2 | $1.1M | Sell |
3,780
-91
| -2% | -$24.7K | 0.27% | 97 |
|
|
2020
Q1 | $921K | Sell |
3,871
-749
| -16% | -$172K | 0.28% | 93 |
|
|
2019
Q4 | $1.01M | Sell |
4,620
-35
| -0.8% | -$7.08K | 0.23% | 118 |
|
|
2019
Q3 | $789K | Sell |
4,655
-26
| -0.6% | -$4.6K | 0.2% | 150 |
|
|
2019
Q2 | $858K | Sell |
4,681
-267
| -5% | -$46.7K | 0.19% | 156 |
|
|
2019
Q1 | $910K | Sell |
4,948
-40
| -0.8% | -$7.39K | 0.2% | 142 |
|
|
2018
Q4 | $826K | Buy |
+4,988
| New | +$864K | 0.34% | 89 |
|
|
2018
Q1 | – | Sell |
-4,966
| Closed | -$743K | – | 398 |
|
|
2017
Q4 | $743K | Buy |
+4,966
| New | +$735K | 0.17% | 171 |
|
|
2017
Q3 | – | Sell |
-5,394
| Closed | -$694K | – | 392 |
|
|
2017
Q2 | $694K | Buy |
+5,394
| New | +$649K | 0.19% | 173 |
|
Other funds holding VRTX
VCM
VPM
Institute for Wealth Management's VRTX Position: Q1 2026 in Review
Institute for Wealth Management held its Vertex Pharmaceuticals (VRTX) position steady in Q1 2026 at 3,215 shares worth $1.44M. The position accounts for 0.15% of the portfolio, ranked #147.
Institute for Wealth Management first reported a position in VRTX in Q2 2017 and has held it in 32 quarters since. The position peaked at $1.7M in Q1 2025. 1,687 funds tracked by Wall St. Rank hold VRTX as of Q1 2026.
- Institute for Wealth Management held 3,215 shares of Vertex Pharmaceuticals worth $1.44M as of Q1 2026.
- Institute for Wealth Management left its Vertex Pharmaceuticals share count unchanged in Q1 2026.
- Vertex Pharmaceuticals made up 0.15% of Institute for Wealth Management's portfolio in Q1 2026, its #147 holding.
- Institute for Wealth Management first reported a position in Vertex Pharmaceuticals in Q2 2017 and has held it in 32 quarters since.
- Institute for Wealth Management's Vertex Pharmaceuticals position peaked at $1.7M in Q1 2025.
- 1,687 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q1 2026.
Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.